MWP
IBDQ

Meredith Wealth Planning’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Meredith Wealth Planning’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,583
Closed -$418K – 64
2025
Q3 		$418K Buy
16,583
+174
+1% +$4.37K 0.13% 46
2025
Q2 		$413K Buy
16,409
+168
+1% +$4.22K 0.15% 43
2025
Q1 		$408K Buy
16,241
+107
+0.7% +$2.69K 0.18% 36
2024
Q4 		$404K Buy
+16,134
New +$404K 0.18% 37

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Meredith Wealth Planning's IBDQ Position: Q4 2025 in Review

Meredith Wealth Planning sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 16,583 shares — an estimated $418K sold.

Meredith Wealth Planning first reported a position in IBDQ in Q4 2024 and held it in 4 quarters. The position peaked at $418K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Meredith Wealth Planning reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Meredith Wealth Planning sold 16,583 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $418K.
  • Meredith Wealth Planning first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
  • Meredith Wealth Planning's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $418K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Meredith Wealth Planning's 13F filing for Q4 2025, filed 16 Jan 2026.